Construction

Real Estate

Opening new doors to a thriving and profitable organization.

The myriad of issues facing a real estate owner calls for experts who understand how each decision you make might affect profitability and even survival. Wipfli real estate practice team members are dedicated to maintaining a proficient understanding of the industry and the issues facing the real estate sector.

Working with seasoned real estate experts means we’ll look hard at your organization’s operations and financial structure to find the areas you could take advantage of substantial tax savings and operational efficiencies. 

We’ll bring a unique breadth of solutions for streamlining, growing and protecting real estate investments. Working with owners, developers, operators and managers around the globe, the team finds new ways to leverage market conditions, take advantage of credits and incentives, reduce tax exposure, realize potential tax savings, and infuse technology to help deliver profitability.

Teams bring extensive experience serving as a strategic partner whether you are a local developer or own vast commercial holdings. Clients can call on proven resources for every aspect of their business. Complimentary disciplines like information technology, talent management, dispute resolution and litigation, insurance, and fraud services provide piece of mind to leaders responsible for protecting and growing their companies.

Featured Expertise

James D. Lockhart, JD, LLM

Jim has nearly 20 years of experience dedicated to providing extraordinary, proactive advice to help construction and real estate organizations succeed and grow. He serves a full range of construction, real estate, and hospitality organizations, specializing in investment and development due diligence, financing, tax and business structuring, construction services, and exit strategies.

Fiduciary Real Estate Development, Inc.
Brett Miller, President

“I value Wipfli not just as our accounting and tax provider but as someone who brings more value by connecting me with their network of existing relationships and potential growth opportunities.As a fellow service provider, I appreciate that at the end of the day it’s not about the bill but about the value they bring to the table.” 

 Construction and Real Estate Overview